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Technology Stocks : Loral Space & Communications -- Ignore unavailable to you. Want to Upgrade?

To: Jim Greif who wrote (4317)	8/24/1998 11:37:00 AM
From: mmeggs	Read Replies (1) \| Respond to of 10852

Do you want to trade it or hold it?

To: Jim Greif who wrote (4317)	8/24/1998 12:55:00 PM
From: Jeff Vayda	Respond to of 10852

Jim: A many varied question - additional funds to Loral. I liked it at 28.75 (my last buy on a 'dip', seems I was the dip for not waiting a bit longer!) So I love it at 22.75. I am confident in the Loral/G*/Qualcom set up so much I have all my post tax money there and fully 40% of my entire portfolio. I figure if you want to hit a home run, you have to swing for the fence. If things go poorly, I work a few more years. If things go well, I'm off this treadmill. I am constantly temped by these prices. Loral is still above my average cost but I did not start buying Loral with an average in mind. I am looking out three to five and things look pretty good to me. I struggle with just how much I should invest with Loral. (as a percentage of my overall portfolio) Some would say I am way over at this point, but think I am under Bernie's percentage! (gg) Jeff Vayda

To: Jim Greif who wrote (4317)	8/25/1998 3:04:00 AM
From: ajunkh	Respond to of 10852

Jim, if you're looking to keep heavy bets in this industry but soothe the nerves with a bit of diversification, you might want to take a look at Orbital (NYSE: ORB), another nice mid-size company with entrepreneurial management that has a foot in just about everything... They're a significant player in low-cost launch services, satellite manufacturing (both small and large sats now), GPS (Magellan), and satcom services and imaging products (Orbcomm and Orbimage). They're down over 50% from their highs a couple of months back. They and LOR are my only two holdings in the industry but each is pretty diverse in its own right, which helps me sleep the night before launch days! ;) Ajunkh